Not bragging, domestic refrigerators TV furniture, are making an impact on Tesla

Mondo Cars Updated on 2024-02-15

Not bragging, domestic refrigerators TV furniture, are making an impact on Tesla

I don't know if you still remember, Tesla once wrote an article severely criticizing China's new energy vehicles, saying that people should not only watch PPT, nor should they only buy refrigerators, TVs, sofas and other things.

To drive a real Tesla, you have to face the motors, electronic controls, and batteries that you can't see or touch.

I don't know if these ** have achieved what Tesla wants to achieve, but at least they show that the home refrigerator and sofa with color TV are struggling for Tesla, and Tesla is in a hurry.

Tesla's overall sales performance is similar, with only 1.81 million units sold globally last year, while BYD's global sales exceeded 3.02 million units, far exceeding Tesla's 1.2 million units.

Tesla's market share in China is only 78%, BYD is 35%, and domestic brands such as Inquirer, Ideal, Leap, Zeekr, Xiaopeng, and Weilai have sprung up to seize the vast majority of Tesla's market share, among which the ideal sales of refrigerators, color TVs, sofas and other products are particularly prominent, reaching 3760,000 units.

Because everyone knows,"Refrigerator - color TV - sofa"Anything doesn't mean a refrigerator, a color TV, or a sofa.

Nowadays, many car brands are all about comfort, and every car has a comfortable sofa, refrigerator, and large screen.

Let's analyze the situation of Tesla again. Compared to China's new energy vehicles, Tesla's flagship model has not yet matured after several modifications.

If Tesla's technology is good, I believe it will have batteries, motors, ECUs, chassis, drones, intelligent cockpits, and so on. Even Xiaomi, which is just starting out, has already learned the full foundry process from Tesla, as well as drones and in-vehicle systems equipped with Surge OS.

In addition, in terms of technology, the new energy vehicles of the Chinese people are no worse than Tesla, and Huawei's technology is to kill Tesla, so why should people choose?

From 2023, Tesla will lead the battle, and in 2024, Tesla will lead the battle.

However, not only did the price cut fail to improve the company's profitability, Tesla's gross margin also dropped to 175%, although BYD and Li have higher gross margins than Tesla.

The reason why Tesla has been able to achieve such great achievements in the past is because the company is ahead of the times, pioneering the new energy industry, and gaining"Pricing power"with"Right to Definition"and earned Tesla a reputation. Tesla has earned a reputation.

But now there are more and more new energy vehicles in China, and the competition is becoming more and more fierce. Tesla's market share is also gradually being squeezed by domestic automakers, and domestic refrigerators, color TVs and sofas are gradually gaining the upper hand.

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